Envestnet, Inc. is a provider of financial and wealth management technology and services to financial advisors, investors and financial service providers. The Company's segments are Envestnet and Envestnet Yodlee. Its Envestnet segment provides unified wealth management software and services empowering financial advisors and institutions. Its Envestnet Yodlee segment is a data aggregation and data analytics platform. Its services and related technology are provided through Envestnet's wealth management software, Envestnet PMC, Envestnet Tamarac, Vantage Reporting Solution, Envestnet WMS, Envestnet Placemark, Envestnet Retirement Solutions, Envestnet Yodlee and Envestnet Finance Logix. It operates Registered Investment Advisors (RIAs) and a registered broker-dealer. Its centrally-hosted technology platform services include risk assessment and selection of investment strategies and solutions, asset allocation models, and research and due diligence.
Industry, Sector and Symbol:
- Sector: Business Services
- Industry: Enterprise Software
- Sub-Industry: Internet Software & Services
- Symbol: NYSE:ENV
- CUSIP: 29404K10
- Web: www.envestnet.com
Capitalization:- Market Cap: $1.72 billion
- Outstanding Shares: 43,828,000
Average Prices:- 50 Day Moving Avg: $38.12
- 200 Day Moving Avg: $36.37
- 52 Week Range: $30.80 - $41.47
P/E:- Trailing P/E Ratio: N/A
- Foreward P/E Ratio: 24.38
- P/E Growth: 1.55
Sales & Book Value:- Annual Revenue: $604.13 million
- Price / Sales: 2.85
- Book Value: $9.22 per share
- Price / Book: 4.26
Profitability:- EBIDTA: $51.18 million
- Net Margins: -9.55%
- Return on Equity: 5.86%
- Return on Assets: 2.86%
Debt:- Debt-to-Equity Ratio: 0.56%
- Current Ratio: 0.61%
- Quick Ratio: 0.61%
Misc:- Average Volume: 240,557 shs.
- Beta: 1.79
- Short Ratio: 9.45
Frequently Asked Questions for Envestnet (NYSE:ENV)
What is Envestnet's stock symbol?
Envestnet trades on the New York Stock Exchange (NYSE) under the ticker symbol "ENV."
How were Envestnet's earnings last quarter?
Envestnet, Inc (NYSE:ENV) posted its quarterly earnings results on Wednesday, May, 10th. The company reported $0.25 EPS for the quarter, topping the Zacks' consensus estimate of $0.24 by $0.01. The firm had revenue of $157.80 million for the quarter, compared to analysts' expectations of $155.56 million. Envestnet had a negative net margin of 9.55% and a positive return on equity of 5.86%. The business's revenue for the quarter was up 19.5% on a year-over-year basis. During the same period in the prior year, the business posted $0.18 earnings per share. View Envestnet's Earnings History.
What guidance has Envestnet issued on next quarter's earnings?
Envestnet issued an update on its second quarter earnings guidance on Wednesday, May, 10th. The company provided earnings per share guidance of $0.27 for the period, compared to the Thomson Reuters consensus estimate of $0.31. The company issued revenue guidance of $163-165 million, compared to the consensus revenue estimate of $162.03 million.
Where is Envestnet's stock going? Where will Envestnet's stock price be in 2017?
6 brokerages have issued twelve-month price targets for Envestnet's stock. Their forecasts range from $40.00 to $48.00. On average, they anticipate Envestnet's share price to reach $43.75 in the next twelve months. View Analyst Ratings for Envestnet.
What are analysts saying about Envestnet stock?
Here are some recent quotes from research analysts about Envestnet stock:
- 1. According to Zacks Investment Research, "Envestnet, Inc. is an independent provider of technology-enabled, Web-based investment solutions and services to financial advisors. The Company's technology platform allows financial advisors to provide their clients with a wide range of investment solutions and services. It offers risk assessment and selection of investment strategies, asset allocation models, research and due diligence, portfolio construction, proposal generation and paperwork preparation, model management and account rebalancing, account monitoring, customized fee billing, overlay services covering asset allocation, tax management and socially responsible investing, aggregated multi-custodian performance reporting and communication tools, as well as access to a range of third-party asset custodians. Envestnet focuses its technology development efforts and its sales and marketing approach on addressing financial advisors' front, middle and back office needs. Envestnet, Inc. is headquartered in Chicago, Illinois. " (7/11/2017)
- 2. Jefferies Group LLC analysts commented, "2017 revenue guidance was a bit weaker than we expected as mgmt. struck a somewhat cautious tone with regard to the near-term opportunity. Although adjusted EBITDA held up well, net/net, consensus numbers are likely biased downward. If we dig deeper, fundamentals more-or-less look intact longerterm. We view any potential stock weakness as a buying opportunity." (3/24/2017)
Who are some of Envestnet's key competitors?
Some companies that are related to Envestnet include RealPage (RP), HubSpot (HUBS), Ringcentral (RNG), MicroStrategy Incorporated (MSTR), Luxoft Holding (LXFT), The Descartes Systems Group (DSGX), Ebix (EBIX), Q2 Holdings (QTWO), AppFolio (APPF), Benefitfocus (BNFT), Talend S.A. (TLND), Varonis Systems (VRNS), PROS Holdings (PRO), Fidessa Group plc (FDSA), Instructure (INST), Mitel Networks Corporation (MITL), Workiva (WK) and Apptio (APTI).
Who are Envestnet's key executives?
Envestnet's management team includes the folowing people:
- Judson T. Bergman, Chairman of the Board, Chief Executive Officer
- William C. Crager, President
- Anil Arora, Vice Chairman of the Board
- Peter H. D'Arrigo, Chief Financial Officer
- Joshua David Mayer, Chief Operating Officer
- Scott Grinis, Chief Technology Officer
- Brandon R. Thomas, Chief Investment Officer
- Shelly O'Brien, Chief Legal Officer, General Counsel, Corporate Secretary
- Luis A. Aguilar, Independent Director
- Ross K. Chapin, Independent Director
Who owns Envestnet stock?
Envestnet's stock is owned by many different of retail and institutional investors. Top institutional shareholders include Van Berkom & Associates Inc. (3.77%), Summit Creek Advisors LLC (0.78%), Peregrine Capital Management LLC (0.58%), Nisa Investment Advisors LLC (0.03%), US Bancorp DE (0.02%) and Gradient Investments LLC (0.01%). Company insiders that own Envestnet stock include Anil Arora, Brandon Thomas, Charles Roame, Gayle A Crowell, Gregory A Smith, Joshua Mayer, Judson Bergman, Peter D'arrigo, Scott D Grinis, Shelly O'brien and William Crager. View Institutional Ownership Trends for Envestnet.
Who bought Envestnet stock? Who is buying Envestnet stock?
Envestnet's stock was purchased by a variety of institutional investors in the last quarter, including Summit Creek Advisors LLC, Van Berkom & Associates Inc., Gradient Investments LLC and Nisa Investment Advisors LLC. Company insiders that have bought Envestnet stock in the last two years include Charles Roame, Gayle A Crowell, Gregory A Smith and Judson Bergman. View Insider Buying and Selling for Envestnet.
How do I buy Envestnet stock?
Shares of Envestnet can be purchased through any online brokerage account. Popular online brokerages include Vanguard Brokerage Services, TD Ameritrade, E*TRADE, Scottrade, Fidelity and Charles Schwab.
What is Envestnet's stock price today?
One share of Envestnet stock can currently be purchased for approximately $39.25.
MarketBeat Community Rating for Envestnet (NYSE ENV)MarketBeat's community ratings are surveys of what our community members think about Envestnet and other stocks. Vote "Outperform" if you believe the stock will outperform the S&P 500 over the long term. Vote "Underperform" if you believe the stock will underperform the S&P 500 over the long term. You may vote once every thirty days.
Consensus Ratings for Envestnet (NYSE:ENV) (How are Consensus Ratings Calculated?) MarketBeat calculates consensus ratings using the most recent rating from each brokerage that has rated a stock within the last twelve months. Since brokers often use different ratings systems, each rating is normalized to a standardized rating score of 1 (sell), 2 (hold), 3 (buy) or 4 (strong buy). Consensus ratings scores are calculated using the mean average of the number of normalized sell, hold, buy and strong buy ratings. Each stock's consensus rating is derived from its calculated consensus ratings score (0-1.5 = Sell, 1.5-2.5 = Hold, 2.5-3.5 = Buy, >3.5 = Strong Buy). MarketBeat's consensus price targets are a mean average of the most recent available price targets set by each analyst that has set a price target for the stock in the last twelve months.
MarketBeat will no longer include ratings and price target data in its consensus calculation if a broker drops coverage and MarketBeat has received a report that coverage was dropped. Ratings from certain research firms that issue ratings using purely quantitative methods (such as Zacks, Vetr and ValuEngine) are not included in consensus calculations. MarketBeat's consensus ratings and consensus price targets may differ from those calculated by other firms due to differences in methodology and available data.
| Ratings Breakdown: | 3 Hold Ratings, 3 Buy Ratings |
| Consensus Rating: | Buy (Score: 2.50) |
| Consensus Price Target: | $43.75 (11.46% upside) |
Analysts' Ratings History for Envestnet (NYSE:ENV)
Show:
| Date | Firm | Action | Rating | Price Target | Impact on Share Price | Details |
|---|
| 7/14/2017 | Jefferies Group LLC | Reiterated Rating | Buy | $48.00 | Low |  |
| 7/6/2017 | DA Davidson | Initiated Coverage | Neutral | $42.00 | High | |
| 6/28/2017 | William Blair | Reiterated Rating | Buy | | Low | |
| 5/11/2017 | Royal Bank Of Canada | Reiterated Rating | Hold | $40.00 | Medium | |
| 11/8/2016 | Stifel Nicolaus | Boost Price Target | Buy | $40.00 -> $45.00 | N/A | |
| 8/9/2016 | Avondale Partners | Downgrade | Outperform -> Market Perform | | N/A | |
| 6/23/2016 | JMP Securities | Reiterated Rating | Buy | $36.00 -> $9.50 | N/A | |
| 2/29/2016 | J P Morgan Chase & Co | Lower Price Target | Market Outperform | $60.00 -> $36.00 | N/A | |
| 2/26/2016 | Northland Securities | Lower Price Target | Outperform | $45.00 -> $35.00 | N/A | |
(Data available from 7/20/2015 forward)
Earnings History for Envestnet (NYSE:ENV)Earnings History by Quarter for Envestnet (NYSE ENV)| Date | Quarter | Consensus Estimate | Actual EPS | Revenue Estimate | Actual Revenue | Release Link | Conference Call | Details |
|---|
| 5/10/2017 | Q1 2017 | $0.24 | $0.25 | $155.56 million | $157.80 million | View | N/A | |
| 3/23/2017 | Q4 | $0.31 | $0.32 | $154.52 million | $156.00 million | View | N/A | |
| 11/7/2016 | Q316 | $0.26 | $0.28 | $147.01 million | $149.20 million | View | Listen | |
| 8/8/2016 | Q216 | $0.20 | $0.21 | $139.12 million | $141.70 million | View | N/A | |
| 5/5/2016 | Q116 | $0.15 | $0.18 | $132.00 million | $132.00 million | View | Listen | |
| 2/25/2016 | Q415 | $0.23 | $0.28 | $115.94 million | $118.60 million | View | Listen | |
| 11/9/2015 | Q315 | $0.25 | $0.25 | $103.18 million | $103.40 million | View | Listen | |
| 8/10/2015 | Q215 | $0.23 | $0.24 | $102.07 million | $102.70 million | View | Listen | |
| 5/7/2015 | Q115 | $0.22 | $0.22 | $97.24 million | $96.50 million | View | Listen | |
| 2/26/2015 | Q414 | $0.22 | $0.23 | $96.68 million | $96.80 million | View | Listen | |
| 11/6/2014 | Q314 | $0.19 | $0.21 | $86.70 million | $88.60 million | View | Listen | |
| 8/6/2014 | Q214 | $0.17 | $0.18 | $81.76 million | $84.80 million | View | Listen | |
| 5/8/2014 | Q114 | $0.15 | $0.17 | $77.64 million | $78.50 million | View | Listen | |
| 2/20/2014 | Q413 | $0.15 | $0.15 | $74.14 million | $74.40 million | View | Listen | |
| 11/6/2013 | Q313 | $0.14 | $0.14 | $69.27 million | $69.90 million | View | Listen | |
| 8/8/2013 | Q2 2013 | $0.13 | $0.13 | $51.21 million | $51.63 million | View | Listen | |
| 2/14/2013 | Q4 2012 | $0.10 | $0.10 | $43.90 million | $44.60 million | View | Listen | |
| 11/8/2012 | Q312 | $0.08 | $0.02 | $40.96 million | $42.30 million | View | N/A | |
| 8/8/2012 | | $0.05 | $0.07 | | | View | N/A | |
| 5/9/2012 | | $0.06 | $0.07 | | | View | N/A | |
| 2/23/2012 | | $0.08 | $0.11 | | | View | N/A | |
| 11/8/2011 | | $0.10 | $0.11 | | | View | N/A | |
| 8/9/2011 | | $0.10 | $0.07 | | | View | N/A | |
| 2/10/2011 | | $0.07 | $0.07 | | | View | N/A | |
(Data available from 1/1/2011 forward)
Earnings Estimates for Envestnet (NYSE:ENV)2017 EPS Consensus Estimate: $1.05
| Quarter | Number of Estimates | Low Estimate | High Estimate | Average Estimate |
|---|
| Q1 2017 | 1 | $0.21 | $0.21 | $0.21 |
| Q2 2017 | 1 | $0.25 | $0.25 | $0.25 |
| Q3 2017 | 1 | $0.28 | $0.28 | $0.28 |
| Q4 2017 | 1 | $0.31 | $0.31 | $0.31 |
(Data provided by Zacks Investment Research)
Dividend History for Envestnet (NYSE:ENV)
No dividend announcements for this company have been tracked by MarketBeat.com
Insider Trading and Institutional Ownership History for Envestnet (NYSE:ENV)Insider Ownership Percentage: 7.80%
Institutional Ownership Percentage: 98.64%
Insider Trades by Quarter for Envestnet (NYSE:ENV)| Transaction Date | Insider Name | Title | Buy/Sell | Number of Shares | Average Share Price | Total Transaction | Details |
|---|
| 7/3/2017 | Gayle A Crowell | Director | Sell | 746 | $39.80 | $29,690.80 | |
| 6/28/2017 | Peter D'arrigo | CFO | Sell | 7,500 | $39.20 | $294,000.00 | |
| 6/28/2017 | Scott D Grinis | Insider | Sell | 15,000 | $39.21 | $588,150.00 | |
| 6/2/2017 | Gayle A Crowell | Director | Buy | 2,238 | $37.50 | $83,925.00 | |
| 5/31/2017 | Charles Roame | Director | Buy | 1,473 | $35.38 | $52,114.74 | |
| 5/15/2017 | Charles Roame | Director | Buy | 257 | $35.98 | $9,246.86 | |
| 4/25/2017 | Shelly O'brien | Insider | Sell | 1,000 | $35.00 | $35,000.00 | |
| 4/3/2017 | Shelly O'brien | Insider | Sell | 9,403 | $32.32 | $303,904.96 | |
| 4/3/2017 | William Crager | President | Sell | 2,352 | $32.32 | $76,016.64 | |
| 3/31/2017 | Judson Bergman | CEO | Buy | 1,000 | $32.40 | $32,400.00 | |
| 3/28/2017 | Charles Roame | Director | Buy | 276 | $31.25 | $8,625.00 | |
| 3/27/2017 | William Crager | President | Sell | 2,500 | $31.33 | $78,325.00 | |
| 3/20/2017 | William Crager | President | Sell | 2,500 | $34.64 | $86,600.00 | |
| 3/6/2017 | William Crager | President | Sell | 2,500 | $36.65 | $91,625.00 | |
| 3/3/2017 | Anil Arora | Director | Sell | 1,100 | $37.50 | $41,250.00 | |
| 3/2/2017 | Anil Arora | Director | Sell | 4,300 | $37.26 | $160,218.00 | |
| 3/1/2017 | Gayle A Crowell | Director | Sell | 746 | $39.00 | $29,094.00 | |
| 3/1/2017 | Shelly O'brien | Insider | Sell | 4,500 | $38.97 | $175,365.00 | |
| 2/13/2017 | William Crager | President | Sell | 2,500 | $37.96 | $94,900.00 | |
| 2/6/2017 | William Crager | President | Sell | 2,500 | $37.94 | $94,850.00 | |
| 2/1/2017 | Gayle A Crowell | Director | Sell | 746 | $37.80 | $28,198.80 | |
| 2/1/2017 | Shelly O'brien | Insider | Sell | 4,500 | $37.95 | $170,775.00 | |
| 1/30/2017 | William Crager | President | Sell | 2,500 | $780.16 | $1,950,400.00 | |
| 1/25/2017 | Anil Arora | Director | Sell | 8,208 | $37.50 | $307,800.00 | |
| 1/23/2017 | William Crager | President | Sell | 2,500 | $36.72 | $91,800.00 | |
| 1/18/2017 | Anil Arora | Director | Sell | 3,431 | $37.04 | $127,084.24 | |
| 1/17/2017 | William Crager | President | Sell | 2,500 | $36.60 | $91,500.00 | |
| 1/13/2017 | Gayle A Crowell | Director | Sell | 746 | $37.50 | $27,975.00 | |
| 1/9/2017 | William Crager | President | Sell | 2,500 | $36.72 | $91,800.00 | |
| 1/3/2017 | Shelly O'brien | Insider | Sell | 4,500 | $35.45 | $159,525.00 | |
| 1/3/2017 | William Crager | President | Sell | 2,500 | $35.00 | $87,500.00 | |
| 12/29/2016 | Joshua Mayer | COO | Sell | 2,439 | $35.60 | $86,828.40 | |
| 12/27/2016 | William Crager | President | Sell | 2,500 | $35.33 | $88,325.00 | |
| 12/19/2016 | William Crager | President | Sell | 2,500 | $36.30 | $90,750.00 | |
| 12/15/2016 | Gayle A Crowell | Director | Sell | 746 | $37.50 | $27,975.00 | |
| 12/5/2016 | Anil Arora | Director | Sell | 840 | $35.00 | $29,400.00 | |
| 12/1/2016 | Shelly O'brien | Insider | Sell | 4,500 | $35.86 | $161,370.00 | |
| 11/17/2016 | Gayle A Crowell | Director | Sell | 746 | $37.50 | $27,975.00 | |
| 11/14/2016 | Judson Bergman | CEO | Sell | 27,031 | $35.50 | $959,600.50 | |
| 11/10/2016 | Charles Roame | Director | Buy | 250 | $33.65 | $8,412.50 | |
| 11/8/2016 | Judson Bergman | CEO | Sell | 12,969 | $34.74 | $450,543.06 | |
| 11/4/2016 | William Crager | President | Sell | 12,954 | $33.89 | $439,011.06 | |
| 11/2/2016 | William Crager | President | Sell | 10,000 | $34.79 | $347,900.00 | |
| 11/1/2016 | Shelly O'brien | Insider | Sell | 4,500 | $35.15 | $158,175.00 | |
| 11/1/2016 | William Crager | President | Sell | 20,000 | $35.24 | $704,800.00 | |
| 10/31/2016 | William Crager | President | Sell | 20,000 | $34.97 | $699,400.00 | |
| 10/24/2016 | Judson Bergman | CEO | Sell | 20,000 | $37.31 | $746,200.00 | |
| 10/17/2016 | Judson Bergman | CEO | Sell | 20,000 | $35.52 | $710,400.00 | |
| 10/10/2016 | Judson Bergman | CEO | Sell | 7,541 | $36.95 | $278,639.95 | |
| 10/3/2016 | Judson Bergman | CEO | Sell | 20,000 | $36.28 | $725,600.00 | |
| 10/3/2016 | Shelly O'brien | Insider | Sell | 4,500 | $36.25 | $163,125.00 | |
| 9/26/2016 | Judson Bergman | CEO | Sell | 20,000 | $38.33 | $766,600.00 | |
| 9/23/2016 | Scott D Grinis | Insider | Sell | 12,000 | $39.16 | $469,920.00 | |
| 9/2/2016 | Anil Arora | Director | Sell | 2,520 | $40.33 | $101,631.60 | |
| 9/2/2016 | Shelly O'brien | Insider | Sell | 5,500 | $39.72 | $218,460.00 | |
| 8/11/2016 | Charles Roame | Director | Buy | 238 | $37.58 | $8,944.04 | |
| 8/4/2016 | Shelly O'brien | Insider | Sell | 1,000 | $40.00 | $40,000.00 | |
| 8/3/2016 | Anil Arora | Director | Sell | 4,900 | $40.00 | $196,000.00 | |
| 8/1/2016 | Shelly O'brien | Insider | Sell | 4,500 | $38.00 | $171,000.00 | |
| 7/26/2016 | Anil Arora | Director | Sell | 1,750 | $37.50 | $65,625.00 | |
| 7/8/2016 | Shelly O'brien | Insider | Sell | 1,000 | $35.00 | $35,000.00 | |
| 7/1/2016 | Shelly O'brien | Insider | Sell | 3,500 | $33.64 | $117,740.00 | |
| 6/17/2016 | Peter D'arrigo | CFO | Sell | 12,294 | $35.68 | $438,649.92 | |
| 6/6/2016 | Anil Arora | Director | Sell | 3,150 | $37.50 | $118,125.00 | |
| 6/2/2016 | Anil Arora | Director | Sell | 5,250 | $35.20 | $184,800.00 | |
| 6/2/2016 | Shelly O'brien | Insider | Sell | 8,000 | $33.86 | $270,880.00 | |
| 5/10/2016 | Charles Roame | Director | Buy | 3,428 | $31.73 | $108,770.44 | |
| 3/2/2016 | Charles Roame | Director | Buy | 400 | $20.60 | $8,240.00 | |
| 12/29/2015 | Brandon Thomas | CIO | Sell | 62,000 | $30.41 | $1,885,420.00 | |
| 11/30/2015 | Anil Arora | Director | Sell | 10,000 | $32.50 | $325,000.00 | |
| 11/27/2015 | Anil Arora | Director | Sell | 50,000 | $31.46 | $1,573,000.00 | |
| 9/29/2015 | Brandon Thomas | CIO | Sell | 6,775 | $30.01 | $203,317.75 | |
| 9/25/2015 | William Crager | President | Sell | 32,704 | $32.06 | $1,048,490.24 | |
| 9/14/2015 | William Crager | President | Sell | 1,333 | $30.02 | $40,016.66 | |
| 8/14/2015 | William Crager | President | Sell | 1,633 | $35.00 | $57,155.00 | |
| 8/13/2015 | Gregory A Smith | Director | Buy | 1,000 | $34.84 | $34,840.00 | |
| 7/14/2015 | William Crager | President | Sell | 7,333 | $43.02 | $315,465.66 | |
| 7/9/2015 | Shelly O'brien | Insider | Sell | 2,000 | $45.00 | $90,000.00 | |
| 6/30/2015 | Judson Bergman | CEO | Sell | 20,000 | $40.58 | $811,600.00 | |
| 6/29/2015 | Peter D'arrigo | CFO | Sell | 10,000 | $41.62 | $416,200.00 | |
| 6/19/2015 | Brandon Thomas | CIO | Sell | 20,358 | $42.26 | $860,329.08 | |
| 6/15/2015 | Brandon Thomas | CIO | Sell | 32,500 | $43.12 | $1,401,400.00 | |
| 6/15/2015 | William Crager | President | Sell | 7,333 | $42.87 | $314,365.71 | |
| 5/21/2015 | William Crager | President | Sell | 3,000 | $45.32 | $135,960.00 | |
| 5/14/2015 | William Crager | President | Sell | 7,333 | $44.42 | $325,731.86 | |
| 4/14/2015 | William Crager | President | Sell | 13,333 | $55.24 | $736,514.92 | |
| 4/1/2015 | Judson Bergman | CEO | Sell | 30,000 | $54.77 | $1,643,100.00 | |
| 4/1/2015 | Shelly O'brien | Insider | Sell | 2,000 | $54.69 | $109,380.00 | |
| 3/27/2015 | Scott D Grinis | CTO | Sell | 10,000 | $55.83 | $558,300.00 | |
| 3/26/2015 | Yves Sisteron | Director | Sell | 43,832 | $54.90 | $2,406,376.80 | |
| 3/23/2015 | Yves Sisteron | Director | Sell | 53,437 | $57.17 | $3,054,993.29 | |
| 3/16/2015 | Shelly O'brien | Insider | Sell | 500 | $55.00 | $27,500.00 | |
| 3/13/2015 | William Crager | President | Sell | 13,333 | $53.54 | $713,848.82 | |
| 3/10/2015 | Gregory A Smith | Director | Buy | 1,000 | $52.17 | $52,170.00 | |
| 12/1/2014 | Judson Bergman | CEO | Sell | 45,000 | $49.86 | $2,243,700.00 | |
| 11/14/2014 | William Crager | President | Sell | 13,333 | $54.22 | $722,915.26 | |
| 11/7/2014 | Judson Bergman | CEO | Sell | 10,000 | $50.00 | $500,000.00 | |
| 11/7/2014 | William Crager | President | Sell | 3,000 | $46.67 | $140,010.00 | |
| 11/4/2014 | Judson Bergman | CEO | Sell | 45,000 | $44.30 | $1,993,500.00 | |
| 10/15/2014 | William Crager | President | Sell | 4,333 | $38.74 | $167,860.42 | |
| 10/14/2014 | Judson Bergman | CEO | Sell | 25,000 | $39.06 | $976,500.00 | |
| 10/13/2014 | Judson Bergman | CEO | Sell | 19,044 | $38.76 | $738,145.44 | |
| 9/29/2014 | Yves Sisteron | Director | Sell | 27,917 | $44.57 | $1,244,260.69 | |
| 8/18/2014 | Joshua Mayer | COO | Sell | 1,500 | $46.20 | $69,300.00 | |
| 8/13/2014 | Peter D'arrigo | CFO | Sell | 9,063 | $46.89 | $424,964.07 | |
| 8/11/2014 | Charles Roame | Director | Buy | 162 | $45.71 | $7,405.02 | |
| 8/11/2014 | Shelly O'brien | General Counsel | Sell | 5,000 | $46.00 | $230,000.00 | |
| 7/1/2014 | Shelly O'brien | General Counsel | Sell | 5,000 | $48.95 | $244,750.00 | |
| 6/5/2014 | Shelly O'brien | General Counsel | Sell | 10,000 | $41.04 | $410,400.00 | |
| 3/24/2014 | William Crager | President | Sell | 3,165 | $42.83 | $135,556.95 | |
| 3/21/2014 | Scott Grinis | CTO | Sell | 18,000 | $45.26 | $814,680.00 | |
| 10/11/2013 | Aos Partners, Lp | major shareholder | Sell | 4,201,997 | $29.25 | $122,908,412.25 | |
| 10/11/2013 | Judson Bergman | CEO | Sell | 35,000 | $29.25 | $1,023,750.00 | |
| 10/11/2013 | Paul Koontz | Director | Sell | 384,393 | $29.25 | $11,243,495.25 | |
| 10/11/2013 | Scott Grinis | CTO | Sell | 10,000 | $29.25 | $292,500.00 | |
| 10/11/2013 | Shelly O'brien | General Counsel | Sell | 20,000 | $29.25 | $585,000.00 | |
| 10/11/2013 | William Crager | President | Sell | 15,000 | $29.25 | $438,750.00 | |
| 8/22/2013 | Brandon Thomas | CIO | Sell | 1,000 | $27.93 | $27,930.00 | |
| 8/8/2013 | Brandon Thomas | CIO | Sell | 1,000 | $26.30 | $26,300.00 | |
| 7/25/2013 | Brandon Thomas | CIO | Sell | 1,000 | $25.80 | $25,800.00 | |
| 7/11/2013 | Brandon Thomas | CIO | Sell | 1,000 | $28.56 | $28,560.00 | |
| 6/27/2013 | Brandon Thomas | CIO | Sell | 1,000 | $23.97 | $23,970.00 | |
| 6/18/2013 | Brandon Thomas | CIO | Sell | 1,000 | $25.08 | $25,080.00 | |
| 12/27/2012 | Brandon Thomas | CIO | Sell | 1,000 | $13.53 | $13,530.00 | |
| 11/1/2012 | Brandon Thomas | CIO | Sell | 1,000 | $13.90 | $13,900.00 | |
| 10/4/2012 | Brandon Thomas | CIO | Sell | 1,000 | $12.25 | $12,250.00 | |
| 9/5/2012 | Paul G Koontz | Director | Sell | 29,518 | $11.59 | $342,113.62 | |
(Data available from 1/1/2013 forward)
Headline Trends for Envestnet (NYSE:ENV)
Latest Headlines for Envestnet (NYSE:ENV)
| Source: |
|
| Date | Headline |
|---|
 | First Citizens Wealth Management Selects Envestnet for Integrated Intelligent Platform
www.nasdaq.com - July 20 at 3:43 PM |
 | $164.26 Million in Sales Expected for Envestnet, Inc (NYSE:ENV) This Quarter
www.americanbankingnews.com - July 19 at 1:10 PM |
| Envestnet, Inc (NYSE:ENV) Given Average Recommendation of "Buy" by Brokerages
www.americanbankingnews.com - July 18 at 2:43 PM |
| $0.18 EPS Expected for Envestnet, Inc (ENV) This Quarter
www.americanbankingnews.com - July 17 at 4:25 PM |
| Envestnet's (ENV) Buy Rating Reiterated at Jefferies Group LLC
www.americanbankingnews.com - July 15 at 4:52 PM |
 | Form 8-K ENVESTNET, INC. For: Jul 13
www.streetinsider.com - July 14 at 9:14 PM |
| Envestnet, Inc (ENV) Upgraded to "Buy" at Zacks Investment Research
www.americanbankingnews.com - July 12 at 12:04 AM |
| Envestnet, Inc (NYSE:ENV) Research Coverage Started at DA Davidson
www.americanbankingnews.com - July 9 at 9:25 AM |
| Gayle A. Crowell Sells 746 Shares of Envestnet, Inc (ENV) Stock
www.americanbankingnews.com - July 6 at 8:27 PM |
| Envestnet, Inc (NYSE:ENV) CFO Sells $294,000.00 in Stock
www.americanbankingnews.com - June 30 at 7:28 PM |
| Scott D. Grinis Sells 15,000 Shares of Envestnet, Inc (ENV) Stock
www.americanbankingnews.com - June 30 at 7:15 PM |
| Envestnet's (ENV) Buy Rating Reaffirmed at William Blair
www.americanbankingnews.com - June 28 at 11:40 PM |
 | Envestnet Rising: 4 New Data Points Support Bullish View
finance.yahoo.com - June 28 at 6:00 PM |
 | Envestnet | Tamarac Simplifies Billing and Auditing Processes for Advisors Using Award-Winning Advisor View™ Portfolio Management Application
www.prnewswire.com - June 27 at 5:17 PM |
| $164.23 Million in Sales Expected for Envestnet, Inc (ENV) This Quarter
www.americanbankingnews.com - June 23 at 3:55 PM |
| Envestnet | Retirement Solutions Surpasses $25B in Assets Supported Through ...
www.prnewswire.com - June 22 at 10:05 AM |
| Envestnet | Retirement Solutions Surpasses $25B in Assets Supported Through Innovative Fiduciary Service
finance.yahoo.com - June 22 at 10:05 AM |
| Envestnet, Inc (ENV) Expected to Announce Earnings of $0.18 Per Share
www.americanbankingnews.com - June 21 at 12:06 PM |
| Envestnet, Inc (ENV) Receives Average Rating of "Hold" from Brokerages
www.americanbankingnews.com - June 21 at 12:20 AM |
| Contrasting Open Text Corporation (OTEX) and Envestnet (ENV)
www.americanbankingnews.com - June 19 at 12:48 PM |
| Envestnet, Inc (ENV) Stock Rating Upgraded by BidaskClub
www.americanbankingnews.com - June 18 at 11:26 AM |
| Envestnet | Tamarac Helps Advisors Find and Act on Client Information Faster ...
www.prnewswire.com - June 13 at 4:43 PM |
| Envestnet | Tamarac Helps Advisors Find and Act on Client Information Faster Using Award-Winning Advisor View™ Application
finance.yahoo.com - June 13 at 12:01 PM |
| Envestnet | Yodlee Unveils Personal Financial Wellness Solution Powered by Data Intelligence
finance.yahoo.com - June 12 at 5:53 PM |
| Corporate News Blog - SYNNEX to Acquire Westcon-Comstor North America and Latin America Businesses; Set to Expand Its Presence in the Networking Segment
finance.yahoo.com - June 8 at 5:59 PM |
| Envestnet Inc (ENV) Director Buys $83,925.00 in Stock
www.americanbankingnews.com - June 6 at 8:42 PM |
| Envestnet | PMC Unveils Strategic Beta ETF Ranking Methodology
finance.yahoo.com - June 5 at 5:04 PM |
| Envestnet Breaks Above 200-Day Moving Average - Bullish for ENV
www.nasdaq.com - June 3 at 9:45 AM |
| Envestnet Inc (ENV) Director Purchases $52,114.74 in Stock
www.americanbankingnews.com - June 2 at 8:43 PM |
| Just How Much Fee Compression Is There?
finance.yahoo.com - June 2 at 6:19 PM |
| Envestnet to Attend Spring Conferences
finance.yahoo.com - May 30 at 4:56 PM |
| Envestnet Inc (ENV) Expected to Post Quarterly Sales of $164.23 Million
www.americanbankingnews.com - May 28 at 9:50 AM |
| Envestnet Inc (ENV) Receives Consensus Rating of "Hold" from Analysts
www.americanbankingnews.com - May 27 at 12:46 AM |
| $0.18 EPS Expected for Envestnet Inc (ENV) This Quarter
www.americanbankingnews.com - May 26 at 8:26 AM |
 | Envestnet | Retirement Solutions Extends Fiduciary Support to TIAA Custom Portfolios
www.bizjournals.com - May 16 at 4:57 PM |
| ETFs with exposure to Envestnet, Inc. : May 16, 2017
finance.yahoo.com - May 16 at 4:57 PM |
| Envestnet, Inc. :ENV-US: Earnings Analysis: Q1, 2017 By the Numbers : May 15, 2017
finance.yahoo.com - May 15 at 11:40 AM |
| Envestnet Inc (ENV) Given Hold Rating at Royal Bank of Canada
www.americanbankingnews.com - May 14 at 12:32 AM |
| Envestnet reports 1Q loss
finance.yahoo.com - May 11 at 8:44 AM |
| Edited Transcript of ENV earnings conference call or presentation 10-May-17 9:00pm GMT
finance.yahoo.com - May 11 at 8:44 AM |
| Cetera Financial Group Continues Build-Out of Advice-Centric Solutions with Launch of New Advisory Platform
finance.yahoo.com - May 11 at 8:44 AM |
 | Envestnet (ENV) Q1 2017 Results - Earnings Call Transcript
seekingalpha.com - May 10 at 11:53 PM |
 | Envestnet Climbs Further on Strong Organic Growth
www.fool.com - May 10 at 11:25 PM |
| Envestnet Inc (ENV) Releases Quarterly Earnings Results, Beats Expectations By $0.01 EPS
www.americanbankingnews.com - May 10 at 9:14 PM |
| Envestnet Inc (ENV) Issues Q2 Earnings Guidance
www.americanbankingnews.com - May 10 at 5:18 PM |
| Envestnet Reports First Quarter 2017 Financial Results
finance.yahoo.com - May 10 at 5:09 PM |
 | CLARK CAPITAL MANAGEMENT EARNS ENVESTNET’S STRATEGIST OF THE YEAR HONOR
globenewswire.com - May 9 at 8:04 AM |
| 2017 SMA Managers & Strategists of the Year Recognized at Envestnet Advisor Summit
finance.yahoo.com - May 5 at 5:11 PM |
| Twenty Over Ten And Envestnet Announce Collaboration To Enhance Client Experience
finance.yahoo.com - May 4 at 5:08 PM |
| Envestnet Unveils Vision of an Advisor-Centric, Intelligent System for Wealth Management
finance.yahoo.com - May 4 at 5:08 PM |
Envestnet (ENV) Chart for Thursday, July, 20, 2017
